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Technology Stocks : APSG - Applied Signal -- Ignore unavailable to you. Want to Upgrade?

To: Christopher Brainard who wrote (543)	10/24/1997 6:50:00 PM
From: Early Out	Respond to of 884

I agree with you Chris. I'm probably going to be out after earnings. Hopefully I can maintain my small profit, or maybe even get a boost if they beat estimates. I don't see this stock getting out of a narrow trading range for awhile unless something unexpected happens. -jsc

To: Christopher Brainard who wrote (543)	10/24/1997 7:42:00 PM
From: Tom Allinder	Read Replies (2) \| Respond to of 884

To all: I believe that APSG will BEAT the earnings estimate. I have a question: Why is the stock price increasing if all the "fundamentals" support a lower price? Somebody knows something and they are buying the stock. It must be alarming to have bought in the $12 or $13 range and see it in the mid $11s. Look out for mid $10s or even a little below in the coming days. The MMs need inventory and will test us all by dropping the price further. It will be several days to a couple of weeks before we see another run up. It is a slow mover LONG TERM. Short term is moves quickly. Also, .72 is for the quarter. Today I discovered a website that concurs with my estimates. I am not Hyping APSG, I am just enthusiastic about the prospects and technically, I know it well. Here is the site and link. :) vectorvest.com You will get their take on APSG. I FOUND THIS TODAY. Tom

To: Christopher Brainard who wrote (543)	10/25/1997 3:15:00 AM
From: Robert K. Schott	Read Replies (1) \| Respond to of 884

Christopher: I too was somewhat disappointed when Cowen reinitiated coverage with a "speculative" buy, and particularly with their estimates. considering the levels of new orders and backlog reported in the last 10Q, I am at a total loss--as I indicated in a previous post--as to why they are now expected to make significantly less this quarter than last. why should this be when they have greater new order and backlog levels at the beginning of this quarter than at the beginning of last quarter. and I haven't a clue how Cowen came up with the estimate for next year. stranger still, why the sudden buying frenzy some while AFTER Cowen's reinitiated coverage? as I said, strange all around. I would hope that there is a lot of room for an upside surprise both for this quarter, and for next year. BTW, we had a poster awhile back (I'm sorry, I can't remember whom, but I hope he or she is still with us) who seemed to know what he or she was talking about. some while before Cowen reinitiated coverage, this person reported that Cowen was buying up stock, presumably in preparation. add this to the analysis. why did Cowen award the issue any sort of buy if they are only projecting ten percent growth, with earnings of $.77 next year??? best regards